Campaigns & High-Volume Processes
Request, track, and automatically process consent for portfolio changes or regulatory updates across your entire customer base.
Instant Confirmation
One click. Instant confirmation.
Need customers to approve updated terms, a rate change, or an important contract notice? Paperfly automates the entire process. For customers, it takes one click. For your team, it creates the fastest path to secure confirmation and immediate digital processing.
- One-Click Approvals Customers confirm securely in their browser.
- Effortless Consent: Ideal for updated terms, pricing, and contract changes.
- Smart Next Steps: Trigger rules-based workflows automatically when needed.
Paperfly Instant Confirmation
Collect binding responses instantly and automatically
Paperfly Instant Confirmation helps you collect binding responses through a fast, structured, fully digital process. Requests are delivered through the right channel, every response is documented automatically, and confirmations can trigger downstream workflows when needed.
01
Choose the Right Channel
Decide whether each confirmation request should be delivered by email or text message. Optional fallback rules can automatically switch channels when a customer does not respond. Instant Confirmation is not a standalone tool. It is part of an automated workflow and can trigger additional process steps as soon as a response is received.
02
Launch at Scale Without the Complexity
Whether you need to reach 10 customers or 10,000, Paperfly helps you roll out updated terms, rate changes, or privacy notices as one coordinated campaign. The platform manages delivery automatically and tracks each individual case, so your operations team never has to rely on complex spreadsheets or manual lists.
Paperfly Instant Confirmation
What You Can Confirm with Paperfly
Paperfly is not limited to a single scenario. Instant Confirmation can support virtually any process that requires a clear, documented response.
Document & Case Approvals
Ask customers to confirm that submitted documents are correct or that data corrections have been accepted.
Sales & Contract Updates
Collect secure approval for pricing changes, contract renewals, or updated product terms.
Customer & Service Consent
Collect consent for rescheduled appointments, cancellations, updated service conditions, or registrations.
Frequently Asked Questions (FAQ)
Get answers to common questions about Paperfly Instant Confirmation and learn how to collect legally reliable consent and approvals with a single click.
For simple declarations of intent, rate changes, and operational approvals, a qualified electronic signature is generally not required. Paperfly Instant Confirmation is designed for these scenarios. It removes the effort of signing while maintaining a strong compliance record. Every click is recorded in a complete, tamper-resistant, audit-ready trail, giving you clear evidence of the customer’s confirmation whenever it is needed.
Paperfly uses intelligent channel orchestration to improve response rates. You choose the preferred delivery channel in advance, such as email or text message. If a customer does not respond within a defined period, Paperfly can automatically apply fallback rules, switch channels, or send targeted reminders. This gives your team complete visibility across tens of thousands of customers without maintaining manual tracking lists.
The customer’s click is not an isolated action. It becomes a smart trigger for your downstream systems and workflows. As soon as consent is provided, Paperfly updates the case status in real time and synchronizes the information with your CRM or ERP system. You can also use the visual rule builder to launch automatic next steps, such as sending a confirmation email or approving a new contract component internally.
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